Event Simulation Flowchart
A
simulation flow chart has been developed to accurately model the redesigned
IRTSO system at Microsoft. Within this simulation it will capture the entire
life cycle of the sales process. This is from the initial customer inquiry to
fulfillment and continuous learning from customer feedback. The whole point of
this flowchart is to visualize operational logic and make sure key decisions points
and automation sequences are clearly structured.
- Start
Event/Customer Trigger: This initiates the simulation when a customer interacts with a sales channel.
- Lead
Captured/CRM Entry: Customer data is recorded into the CRM form submission, chatbot, or
inbound call.
- Lead Scoring Algorithm/Decision Point: A decision diamond where AI assigns a lead score based on criteria.
- Qualified
Lead? (Yes/No Decision): If the lead score exceeds a threshold, the lead proceeds otherwise then it’s
routed to nurturing.
- Route to Inside Sales/Automated Assignment: Qualified leads are assigned to a sales rep or team based on territory.
- Sales
Call or Demo Scheduled/Calendar Booking: An interaction is booked with the lead—either virtually or onsite,
depending on need.
- Customer
Interaction/Live Event: The event where the sales pitch, solution walkthrough, or live demo takes
place.
- Opportunity
Assessment/Decision Point: The rep evaluates whether the lead is likely to convert after interaction.
- Quote
& Proposal Generated/Smart Quote Tool: If the lead is viable, a dynamic proposal is generated and sent a digital workflow.
- Deal
Closed or Nurtured/End Point or Loop: Either the deal is won and processed to finance, or the lead is looped
back for nurturing and retargeting.
Proposes of all entities 1-10:
1. This
is the entry point into the sales funnel. A customer arrives on the website to
explore products such as Microsoft Azure, Microsoft 365, or Dynamics 365. Then triggers
tracking scripts and real-time session analytics to begin engagement logging.
2. System detects which service page the customer is interacting with most. Based on time-on-page, scroll behavior, and interactions, it flags a high-interest event and triggers further automation.
3. Here AI assigns a score to the lead’s level of engagement using Microsoft's internal machine learning model. Lead score is calculated from live behavior metrics and historical data patterns. This determines whether sales intervention is required.
4. According to the lead score, the system routes the customer to the appropriate product-specific sales agent. Behind the intelligent assignment is using Microsoft Dynamics CRM, matched by territory, product, or industry.
5. A scheduling system allows the customer to book a time for a virtual demo. Integration with Microsoft Teams automates calendar availability and invites.
6. After the demo, the system collects feedback from analysis from voice/chat interactions. After using Microsoft Forms or AI in Teams to collect and interpret input. Results influence proposal content.
7. Based on interest and feedback, a custom quote is automatically created. Then in logic utilizes a Smart Quote Generator integrated with Microsoft's pricing and discount models. This is triggered upon qualified feedback.
8. Converts the quote into a digital contract. This step integrates with Microsoft’s preferred e-signature tool to auto-send a contract.
9. This is a decision point, and the contract is either signed or not. This triggers confirmation workflows if signed, or re-engagement if not signed within a certain timeframe.
10. The completed transaction is logged into the customer database for recordkeeping and performance analysis. Data is pushed into Microsoft Dynamics CRM with tags for future KPI reporting and forecasting.
The
flow chart is to simulate how event driven logic can streamline enterprise
sales at scale. The model uses behavioral data, scheduling systems, AI, and
contract automation in order to minimize manual touchpoints and accelerate the
sales cycle. The business process modeling in this simulation aligns with
Microsoft best practices in digital transformation. This is going to allow
decision makers to see where bottlenecks occur, see which steps can be
optimized, and see how customers move through a dynamic digital sales funnel.
This will allow Microsoft to gain a better forecast lead on conversion rates,
staff allocation, and quote to cash timing. This will ultimately improve profitability
and customer satisfaction.

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